Microsoft Scenario Library Sales Lead targeting agent

Available with: Copilot Studio and Azure AI Foundry

Sales scenario: Lead targeting agent

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Scenario

Using AI Agents to build a lead prediction agent

Leverage behavioral and CRM data to score leads, predict conversion probabilities, and optimize follow-up prioritization.

1. Lead scoring with data insights

A sales manager asks the agent to score potential leads based on a propensity to buy a certain product. The tool rates the customers based on historical conversion rates and account data.

Copilot Studio icon

Copilot Studio Agent

Benefit: Enhanced conversion predictions using historic patterns allow businesses to focus their efforts on high-potential leads, increasing the overall conversion rate.

The manager asks the agent to access recent communications with the high-propensity customers to refine the assessment.

Copilot Studio icon

Copilot Studio Agent

Benefit: Reassesses lead priorities based on fresh data, ensuring follow-up actions are timely, relevant, and optimized for maximum engagement.

The agent recommendations for each opportunity such as assigning a senior sales rep who is an SME on a niche skill that will be required for a lead.

Copilot Studio icon

Copilot Studio Agent

Benefit: The agent can further personalize the communication to individual customer preferences. Highly personalized communications increase the likelihood of thorough engagement by the customer.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help increase revenue per sale

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Create more compelling proposals and RFP responses​​
  • Make emails and chats more impactful​

How Microsoft Copilot can help improve the close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​
Improve quality of customer-facing materials​
  • Improve sales and marketing and content​
  • Create more compelling proposals and RFP responses​
  • Make emails and chats more impactful ​

How Microsoft Copilot can help increase the number of opportunities pursued

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
Improve customer meetings​
  • Research company information​
  • Learn how to pitch the product​
  • Organize information from past interactions​
  • Completely focus during the meeting​

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.